AG
CIZ

Advisor Group’s VictoryShares Developed Enhanced Volatility Wtd ETF CIZ Stock Holding History

Advisor Group’s Portfolio CIZ Stock Details CIZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$170K Sell
5,110
-2,401
-32% -$77.6K ﹤0.01% 2525
2019
Q3 		$235K Sell
7,511
-2,862
-28% -$89.2K ﹤0.01% 2201
2019
Q2 		$333K Sell
10,373
-16,604
-62% -$526K ﹤0.01% 1909
2019
Q1 		$852K Sell
26,977
-191
-0.7% -$6K 0.01% 1200
2018
Q4 		$834K Buy
27,168
+9,180
+51% +$289K 0.01% 1056
2018
Q3 		$614K Buy
17,988
+6,314
+54% +$215K 0.01% 1319
2018
Q2 		$396K Hold
11,674
– – 0.01% 1487
2018
Q1 		$411K Buy
11,674
+8,875
+317% +$317K 0.01% 1455
2017
Q4 		$98K Sell
2,799
-429
-13% -$14.8K ﹤0.01% 2599
2017
Q3 		$110K Buy
3,228
+641
+25% +$21.4K ﹤0.01% 2323
2017
Q2 		$84K Buy
2,587
+790
+44% +$25.1K ﹤0.01% 2461
2017
Q1 		$55K Hold
1,797
– – ﹤0.01% 2632
2016
Q4 		$51K Buy
1,797
+1,346
+298% +$38.6K ﹤0.01% 2611
2016
Q3 		$13K Hold
451
– – ﹤0.01% 3423
2016
Q2 		$13K Buy
+451
New +$13.6K ﹤0.01% 3359

Other funds holding CIZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return